See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,139 | $153,772-57.0% | $133,980-50.6% | $273,961-75.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.04% | 36.51%-36.5pp | 29.30%-29.3pp | 41.45%-41.4pp |
| Employer contribution / active EE | $17,517 | $6,029+190.5% | $5,211+236.1% | $4,869+259.8% |
| Participant deferral / active EE | $8,250 | $6,958+18.6% | $6,282+31.3% | $5,287+56.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |